Civic Intelligence

Central Washington School Employees Benefit Trust

990 • Fiscal year 2017 • EIN 91-1099044

Nov 01, 2016 to Oct 31, 2017 • Filed on May 01, 2018

Organization ProfileN/A

View Organization Page

PO Box 1390Yakima, WA 98907

(509) 573-7250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

33rd percentile

-0.2%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$227,280

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

53rd percentile

8.3%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

1.7%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$3,022,313

Up $231,430 (+8.3%) from 2016

Net Assets

Up

$3,022,313

Up $291,790 (+11%) from 2016

Liabilities

Down

$0

Down $60,360 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin33rd percentile

Revenue

Up

$17,780,583

Up $293,291 (+1.7%) from 2016

Expenses

Up

$17,823,460

Up $87,617 (+0.5%) from 2016

Net Income

Up

-$42,877

Up $205,674 (+83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,463,346Liabilities 2011: $270,816Net Assets 2011: $4,192,5302011Assets 2012: $3,733,705Liabilities 2012: $231,000Net Assets 2012: $3,502,7052012Assets 2013: $3,480,069Liabilities 2013: $325,800Net Assets 2013: $3,154,2692013Assets 2014: $3,128,898Liabilities 2014: $72,226Net Assets 2014: $3,056,6722014Assets 2015: $3,045,203Liabilities 2015: $104,500Net Assets 2015: $2,940,7032015Assets 2016: $2,790,883Liabilities 2016: $60,360Net Assets 2016: $2,730,5232016Assets 2017: $3,022,313Liabilities 2017: $0Net Assets 2017: $3,022,3132017Assets 2018: $3,230,336Liabilities 2018: $0Net Assets 2018: $3,230,3362018Assets 2019: $568,635Liabilities 2019: $0Net Assets 2019: $568,6352019Assets 2020: $51,722Liabilities 2020: $0Net Assets 2020: $51,7222020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$3,022,313
Liabilities$0
Net Assets$3,022,313
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $15,622,103Expenses 2011: $15,913,344Net Income 2011: -$291,2412011Expenses 2012: $16,099,7712012Expenses 2013: $16,098,4232013Revenue 2014: $16,574,021Expenses 2014: $16,659,412Net Income 2014: -$85,3912014Revenue 2015: $17,148,386Expenses 2015: $17,228,647Net Income 2015: -$80,2612015Revenue 2016: $17,487,292Expenses 2016: $17,735,843Net Income 2016: -$248,5512016Revenue 2017: $17,780,583Expenses 2017: $17,823,460Net Income 2017: -$42,8772017Revenue 2018: $18,961,227Expenses 2018: $18,648,632Net Income 2018: $312,5952018Revenue 2019: $19,050,094Expenses 2019: $21,711,795Net Income 2019: -$2,661,7012019Revenue 2020: $3,113,464Expenses 2020: $3,630,377Net Income 2020: -$516,9132020Revenue 2021: $1,235,104Expenses 2021: $1,286,826Net Income 2021: -$51,7222021

Highlighted filing

2017

Revenue$17,780,583
Expenses$17,823,460
Net Income-$42,877
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Gross Receipts
$17,929,569
Mission and Program Overview

Mission

To provide health and related benefits for eligible employees for the yakima school district.

Central washington school employees benefit plan provides group health, dental, vision, disability, life and accidental death and dismemberment, and other voluntary insurance benefits to the participating employees of the yakima school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,730,523$3,022,313▲ $291,790
Investments in Publicly Traded Securities$2,538,002$2,833,822▲ $295,820
Cash and Non-Interest-Bearing Accounts$132,727$150,852▲ $18,125
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,790,883$3,022,313▲ $231,430
Other Assets Total$120,154$37,639▼ $82,515
Liabilities
Accounts Payable and Accrued Expenses$60,360$0▼ $60,360
Total Liabilities$60,360$0▼ $60,360
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,730,523$3,022,313▲ $291,790
Total Liabilities and Net Assets / Fund Balance$2,790,883$3,022,313▲ $231,430
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Monette DennisTrustee$145,588$145,588
Collette HeffnerChair$137,003$137,003
Katie TaitTrustee$119,013$119,013
Eric SteinhilbTrustee$103,332$103,332

Board Members and Trustees

NameTitle
Rebecca NissenTrustee
Scott IzutsuTrustee
Angie GuinnPlan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Hub International Northwest LLCInsurance Broker415 NORTH 2ND STREET, Yakima, WA 98901$147,636
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,721,933
Investment Income
$58,650
Other Revenue
$0
Change in Net Assets
$-42,877

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,774,100
Revenue Not Reported on Financial Statements
$6,483
Revenue Not Reported on Form 990
$341,150
Other Revenue Adjustments
$6,483
Total Revenue per Audited Statements
$18,115,250
Total Revenue per Form 990
$17,780,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$17,626,908
Fees for Service Investment Mgmnt Fees---$104,968
Fees for Services Management---$65,166
Fees for Services Accounting---$12,600
Insurance---$12,312
Office Expenses---$1,236
Other Expenses---$270
Total Functional Expenses$0$0$0$17,823,460

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,823,460
Total Expenses per Audited Statements$17,823,460
Total Expenses per Form 990$17,823,460
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The trustees review and approve the form 990 before filing the form.”

Form 990, Part VI, Section C, line 19

“Available for inspection by interested persons at the principal office of the trust.”

Filing and Contact Details

Filer

Filer Name
Central Washington School Employees
EIN
91-1099044
Phone
5095737250
Address
PO BOX 1390, YAKIMA, WA 98907

Signing Officer

Name
Scott Izutsu
Title
Chair
Phone
5095737250
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Izutsu
Formed
1980
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Alegria & Company PS
Address
601 N 39th Avenue, Yakima, WA 98902
Preparer
Barry Warner
Phone
5095751065
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization did not change its oversight process or selection process during the tax year.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of October 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to audits by taxing authorities; however, there are currently no audits for any tax periods in progress.”

Part XI, Line 4B - Other Adjustments:

“Realized Gain/Loss 6,483.”

Raw XML AppendixShowing 400 of 408 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0CENTRAL WASHINGTON SCHOOL EMPLOYEES BENEFIT PLAN PROVIDES GROUP HEALTH, DENTAL, VISION, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT, AND OTHER VOLUNTARY INSURANCE BENEFITS TO THE PARTICIPATING EMPLOYEES OF THE YAKIMA SCHOOL DISTRICT.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of October 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to audits by taxing authorities; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Realized Gain/Loss 6,483.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0132047
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1178818
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt015714
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt121726
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012080
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt126736
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0REBECCA NISSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SCOTT IZUTSU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0159841
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1227280
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW AND APPROVE THE FORM 990 BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE FOR INSPECTION BY INTERESTED PERSONS AT THE PRINCIPAL OFFICE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0YAKIMA SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1YAKIMA EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0916001550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1910839383
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR RELATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0104 NORTH 4TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14406 WEST NOB HILL BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0YAKIMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1YAKIMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098902
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198908
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02790883
IRS990/TotalAssetsEOYAmt03022313
IRS990/TotalAssetsGrp/BOYAmt02790883
IRS990/TotalAssetsGrp/EOYAmt03022313
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017823460
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060360
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt060360
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02730523
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03022313
IRS990/TotalOtherCompensationAmt0171575
IRS990/TotalProgramServiceRevenueAmt017721933
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt058650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017721933
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017780583
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02790883
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03022313
IRS990/TotReportableCompRltdOrgAmt0720482
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1390
IRS990/USAddress/CityNm0YAKIMA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098907
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT IZUTSU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05095737250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Central Washington School Employees
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0911099044
ReturnHeader/Filer/PhoneNum05095737250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1390
ReturnHeader/Filer/USAddress/CityNm0YAKIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033948239D4977B404A5931AE043F8844532D6276
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.116.9.243
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:48:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910856953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alegria & Company PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 N 39th Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yakima
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098902

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,022,313
Liabilities
$0
Net assets
$3,022,313
Revenue
$17,780,583
Expenses
$17,823,460
Net income
-$42,877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.24$1.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$3.11$3.63$0.52
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$19.1$21.7$2.66
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$19.0$18.6$0.31
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$17.8$17.8$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.79$0.06$2.73$17.5$17.7$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.10$2.94$17.1$17.2$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.07$3.06$16.6$16.7$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.33$3.15$16.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.23$3.50$16.1
2011Summary only. Only limited summary data is available for this year.$4.46$0.27$4.19$15.6$15.9$0.29